Stage 1: Preflight
Weeks 1-2 after subscribing to 10,000ft
1. Develop an onboarding plan. In addition to account and project set up, establishing a rollout plan and officially introducing 10,000ft to the team are essential to successful adoption.
2. Review employee roster. Ensure all people who will log into the tool (or need a profile for resourcing purposes) are added via Account Settings > People. Before inviting additional people to the account, double-check their permission level.
3. Audit projects. We recommend performing a quick audit of projects already entered in 10,000ft. Are there any test projects that need to be archived? What additional, active projects need to be added to the tool? At this stage, you should also focus on adding projects.
4. Project set up. Consider what you’d like to learn about your projects’ progress. Many teams find it helpful to break up their overall project into smaller components by using phases and work items. Phases have their own duration, budget, and bill rates, and can help you hone in on what aspect of a project you tend to go over or under budget, or when things are going according to the plan. Use work items to define an outline of major deliverables within a project or phase.
5. Fully resourced projects. With all projects entered into 10,000ft, we highly recommend fully scheduling projects, e.g. creating assignments on the Project Page (Schedule or Worklist) )or on the Schedule, so it reflects all effort required to complete the work. Doing so will provide better insight into availability of your team, and enable you to evaluate project health.